Angeles Investment Advisors’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,015
| Closed | -$406K | – | 199 |
|
|
2024
Q4 | $406K | Hold |
6,015
| – | – | 0.02% | 114 |
|
|
2024
Q3 | $396K | Sell |
6,015
-765
| -11% | -$50.4K | 0.02% | 131 |
|
|
2024
Q2 | $366K | Hold |
6,780
| – | – | 0.02% | 140 |
|
|
2024
Q1 | $368K | Sell |
6,780
-49
| -0.7% | -$2.66K | 0.02% | 149 |
|
|
2023
Q4 | $426K | Buy |
6,829
+49
| +0.7% | +$3.06K | 0.03% | 119 |
|
|
2023
Q3 | $391K | Buy |
+6,780
| New | +$391K | 0.03% | 110 |
|